Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh

Let’s Talk Energy and explore a US natural gas market at a turning point. For more than a decade, US consumers have enjoyed seemingly limitless volumes of low-cost gas from the country’s shale plays. But now, rising demand from a combination of LNG exports, data center buildout and general electrification is set to test the US shale sector's ability to ramp up production cheaply. What is the outlook for US natural gas supply, demand and prices and how are data centers and a wave of LNG export projects changing that view? Can the US rely on its massive shale reserves to meet surging demand and keep prices in check?  What is at stake for the array of companies that are producing, shipping and eventually burning that LNG and for US consumers who expect energy dominance to lower their bills? Related Analysis Why US LNG won’t stop flowing (accessible for non-clients) North America Gas Market Report – January 2026 (clients only) Five years into development, Eagle Ford’s Dorado keeps delivering upside (clients only) Mitsubishi acquires Haynesville-focused Aethon for $7.53 billion (clients only) Related Episodes The next US shale hotspot: Western Haynesville, with Matthew Bernstein Is China’s falling LNG demand a warning sign for global markets? With Wei Xiong Who will make money in the energy industry in 2026? Let’s Talk Energy is a Rystad Energy Production.  Produced by: Laura Rodriguez Skaug & Både Og.  Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means.  Follow us on:  LinkedIn  YouTube  Instagram  X